Alma
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1754 results found
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Booking request - possibility to configure a blocked period
We are using the booking request for technical equipment which has to be prepared for lending previously. We want that an item can not be booked shorter than 3 days in advance, so the team is able to prepare everything. This ist not configurable yet.
27 votes -
Add the "Assign selected" option to In Review Invoices and unassigned Purchase, Lending and Borrowing Requests
Since the introduction of the New unified PO Line Task list, we can bulk assign PO lines using the "Assign selected" option. This is very useful.
We would also like to be able to do this for unassigned invoices and requests in review (Purchase Requests, Lending Requests and Borrowing Requests). Currently, we can only assign invoices and requests one by one and this may sometimes be time consuming.
Specifically for our invoices, many of them are created by EDI, and this "Assign selection" option would be very helpful to quickly assign them to the appropriate invoice operator to finalize their…
43 votes -
Provide fulfillment configuration utility information in an API response
Currently, testing configurations requires manually pasting information into the Fulfillment Configuration Utility and then reviewing output.
It would be much more helpful if an API could accept a list of users and barcodes and return the output of the fulfillment configuration utility - names of the matched rules, or names + policy values. That would allow for much more robust and efficient testing of configuration.
3 votes -
Make headings and descriptions editable for PO Lines without Inventory
It is possible to create a PO Line without inventory by using the "Order without Inventory" option in the Acquisitions area of Alma. When creating such an order, Order Heading, Alternative Heading, and Description are all required fields. However, these fields are not editable after the order is created, so if you make a typo or there is a change to the name of a service (or whatever it is you are ordering), it is not possible to update that information in the heading. Ex Libris should make these fields editable after the order is created.
10 votes -
Add Reporting Code 4 and 5 to XML Invoice Export
Currently only Reporting codes 1, 2, and 3 are included in the invoice XML that is exported from Alma. This has been confirmed with Ex Libris.
It would be useful to include the other 2 reporting codes as well.
2 votes -
Resource Sharing API should consider coverage of local inventory
The API for resource sharing is currently not considering coverage when checking for local inventory, which means that all resource sharing requests for an owned title will be rejected by the API unless the override parameter is set to true. Resource sharing requests for articles not available due to embargos or limited coverage will thus be rejected by the API. Using the override parameter on the other hand, resource sharing requests for available material will be accepted. This is less than ideal.
The API for resource sharing requests should consider coverage for local inventory, and only reject requests that are…
25 votes -
Overdue lending requests - sort by overdue-date
In regards to overdue lending requests, it would be very beneficial to have the option of sorting by due date. By sorting this way, you could tackle the documents that have been kept out of circulation the longest first, with one (or two) clicks.
Per 13.05.24, the options we can choose from in the "sort by" drop-down menu are:
- Last interest date
- Update date
- Creation date
- Title
- Shelving location
There are toggleable due-date spans in the facet menu. A sorting function would still be beneficial.
4 votes -
Make "Order:#" icon larger
The icon (the number itself) is tiny and unnecessarily complicates looking at the orders. Make it bigger? Make the word "Order" the thing to click on? This sounds like an obnoxious request, but the number is so small!
3 votes -
Batch printing Labels and RFID tags in one action
I'd like to be able to select newly added (or old) purchased stock and print their labels and RFID tags. Printers are available to do both. Spineomatic app still requires manual adding of barcodes which wastes time.
3 votes -
Add option in Analytics to report on user notes that are set to pop up note
Alma does not currently offer the ability to use Analytics to identify user notes that are set to pop up. We would like to be able to more easily identify these notes that are set to pop up to prioritize them during a user note clean up project.
8 votes -
Interface field "Admin Documentation" - Extend default display size
The Interface field "Admin Documentation" contains often a lot of text which covers several rows.
In order to read the content of the field more quickly without scrolling, It would be helpful if the default display size of the field could be extended - ideally to four rows instead of two.
8 votes -
Make "Change expected date"-button available for unclaimed PO lines
Currently, the function “Change Expected Date” is only available, when a PO line is in claim.
However, it happens often, that vendors announce a delayed publishing date before a POL is claimed. It would be very practical, if in cases like these, the expected date could be changed via the button "Change Expected Date" as well, instead of having to open the POL > Edit > Change date > Save.
It would save a few clicks and allow us to use the same workflow for the same task.
79 votes -
Tasks menu – customising display options.
UNSW Library are proposing that libraries can determine the options in the Alma Tasks menu “Citations” and “Reading Lists” display.
In Alma the Tasks menu displays as a widget or clipboard icon. (See screenshot)
The Tasks menu is an important feature for monitoring Citation/Reading List statuses. Over the years we have created local statuses and would like to build these into the display. As well as remove those statuses we do not need to monitor.
The benefit of this customisation allowing a library to configure these displays improves processing workflow.
25 votes -
Add Close Note to the Change PO Lines Status job
We would like to add a Close Note when running the Change PO Lines Status to Close orders. Currently we can add a Cancellation Note but if we CLOSE a batch of orders (essentially cancelling continuation orders that have had receipts), there is no way to add a general note that populates all order lines. We have to manually add a note to each order.
4 votes -
Combining "Request Type", "Work Order Type" & "Process Type" in a single analytics report
We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not…
21 votes -
Add Bursar Transaction ID dimension to Fines and Fees Subject Area in Analytics
Bursar Transaction ID is a critical data element when an institution uses a Bursar integration profile to export fines/fees and import payments. We recently implemented this integration and are looking at ways to reconcile Alma transactions with data extracted from our bursar. If Bursar Transaction ID were present as a dimension in Analytics, this would be much easier. It should be added.
20 votes -
Display collection "Public Name" instead of "Public name (override)" in Import Profile Details
We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.
I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import…
32 votes -
Renewal Hour and Renewal Time in the Renewal Date folder on Fulfillment
Hello,
Some days ago one of our libraries asked for some hourly fulfillment reports. I then noticed that the "Renewal Date" folder does not have a "Renewal Hour" nor a "Renewal Time", as most of the other date folders have. Is it possible to add a "Renewal Hour" or "Renewal Time" to the "Renewal Date" folder?
Regards,
Oberdan
28 votes -
Enable us to display items in an "Unavailable" location type as Unavailable in Primo
We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo
The primary use cases that prompt this idea are:
1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource…279 votesDear colleagues,
Thank you for raising this idea.
This was part of the CERV cycle in 2025, but did not make it to the final list.
During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:
Option 1: New dedicated process type
- It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
- Items marked as "unavailable" will be considered as "not in place"
- The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules
Option 2: Mark a location as "unavailable"
- It will be possible to mark a location as "unavailable"
- All items in this location will be considered as "not in place"
- The difference from option 1 is that when an item…
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RS - Copy Request Note to Request Cancel Letter as well wheb Converting Borrowing requests into patron physical item requests
The idea of
Converting Borrowing requests into patron physical item requests
has been implemented in 2019 (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE).
Request Note is copied in the Note field of the request.However it would be great that, after a successful 'View local resources' the request note could also be copied to a Note field in the "Ful Cancel Request Letter" automatically received by the user, thus letting the user know more specific info we usually write in the request note. For example, we write there an additional link to the resource we might have found, Having that automatically in a Note…
13 votes
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